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picture1_Business Ppt Templates 71844 | Bios Ka Mr


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File: Business Ppt Templates 71844 | Bios Ka Mr
confidential proprietary meg rowley meg is a partner in the chicago office and has more than twenty five years of experience in managing client relationships and providing comprehensive wealth management ...

icon picture PPTX Filetype Power Point PPTX | Posted on 31 Aug 2022 | 3 years ago
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                                                                                 Confidential & Proprietary
           Meg Rowley
                                    Meg is a Partner in the Chicago office and has more than twenty-five years of 
                                    experience in managing client relationships and providing comprehensive wealth 
                                    management to wealthy individuals, multi-generational families, business owners, 
                                    and executives. Meg leads the Wealth Management Practice and is a member of the 
                                    Executive Committee.
                                    Prior to joining Cerity Partners, Meg was a Managing Director and Private Banker at 
                                    J.P. Morgan. In this role, she was responsible for managing client relationships to 
                                    ensure the seamless delivery of investment management, private banking, trust 
                                    and wealth advisory services. She focused on understanding clients' current and 
                                    future needs and successfully marshaling the firm's resources.  Meg joined J.P. 
                                    Morgan Private Banking in 1991 (then First National Bank of Chicago) as a Private 
                                    Banker and was promoted to Client Advisor in 2001.
                                    Meg earned her Bachelor of Business Administration from St. Mary’s College and 
                                    Masters of Business Administration from Dominican University.  Meg is a member 
                                    and a Director of the Chicago Finance Exchange. She is also on the board of Trinity 
                                    High School in River Forest, IL.
                                    T: 312-715-3805
                                    E: mrowley@ceritypartners.com
                                                      2
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...Confidential proprietary meg rowley is a partner in the chicago office and has more than twenty five years of experience managing client relationships providing comprehensive wealth management to wealthy individuals multi generational families business owners executives leads practice member executive committee prior joining cerity partners was director private banker at j p morgan this role she responsible for ensure seamless delivery investment banking trust advisory services focused on understanding clients current future needs successfully marshaling firm s resources joined then first national bank as promoted advisor earned her bachelor administration from st mary college masters dominican university finance exchange also board trinity high school river forest il t e mrowley ceritypartners com...

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